Ellenbecker Investment Group Inc

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Regulatory AUM vs AUM

Type	Result	AUM ($BB)

Ellenbecker Investment Group Inc ✚
CRD #	173851
SEC #	801-80600
CIK #	1731497
AUM	$712.2 MM (98% Disc, 100% US)
Employees	28 (39% Investors, 0% Brokers)
Phone	262-691-3200
Address	N35 W23877 Highfield Court Pewaukee, WI 53072
Source	[IAPD] [EDGAR] [Website] [Twitter] [Facebook]

Total AUM ($MM)

Sector	Holding	Value ($MM)
	AGG	21.5
	IWF	18.5
	SDY	11.3
	IVV	8.8
	VO	8.5
	VB	8.0
	IGIB	7.2
	VEU	5.9
	IWD	5.0
	BSV	3.0
View All

Holdings by Sector ($)

Comparable Firms	State	AUM ($BB)
Century Securities Associates Inc ✚	MO	0.7
SVB Wealth Advisory Inc ✚	CA	0.7
Smith Anglin Financial LLC ✚	TX	0.7
Sharkey Howes & Javer Inc ✚	CO	0.7
Sound Income Strategies LLC ✚	FL	0.7
Managed Asset Portfolios LLC ✚	MI	0.7
Hartford Financial Management Inc ✚	CT	0.7
Investment Advisors Corp ✚	IA	0.7
Paramax Capital Advisers LLC ✚	CT	0.7
Chatterton & Associates the Wealth Management Team Inc ✚	CA	0.7

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